2,299 hedge funds and large institutions have $117B invested in Eaton in 2025 Q2 according to their latest regulatory filings, with 289 funds opening new positions, 935 increasing their positions, 760 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

23% more repeat investments, than reductions

Existing positions increased: 935 | Existing positions reduced: 760

6% more funds holding

Funds holding: 2,1672,299 (+132)

1.59% more ownership

Funds ownership: 81.99%83.58% (+1.6%)

Holders
2,299
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
61
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.1B
Puts
$1.41B
Net Calls
Net Calls Change

Top Buyers

1 +$693M
2 +$463M
3 +$292M
4
Goldman Sachs
Goldman Sachs
New York
+$273M
5
Morgan Stanley
Morgan Stanley
New York
+$271M

Top Sellers

1 -$513M
2 -$317M
3 -$292M
4
UBS Group
UBS Group
Switzerland
-$247M
5
Jane Street
Jane Street
New York
-$230M
Name Holding Trade Value Shares
Change
Change in
Stake
GAG
1326
GM Advisory Group
New York
$799K
SWA
1327
Sax Wealth Advisors
New Jersey
$794K
TWA
1328
Tandem Wealth Advisors
Arizona
$791K
SFS
1329
Summit Financial Strategies
Ohio
$789K
WG
1330
Wealth Group
North Carolina
$787K
EWM
1331
Evermay Wealth Management
Virginia
$785K
RCA
1332
Resonant Capital Advisors
Wisconsin
$785K
ACGA
1333
Atlanta Consulting Group Advisors
Georgia
$784K
PCS
1334
Personal CFO Solutions
New Jersey
$783K
BCA
1335
Bay Colony Advisors
Massachusetts
$782K
HNWAG
1336
High Net Worth Advisory Group
Florida
$781K
SIMG
1337
Sonora Investment Management Group
Arizona
$780K
NWAG
1338
Net Worth Advisory Group
Utah
$780K
OL
1339
Optas LLC
Texas
$780K
CWM
1340
Cornerstone Wealth Management
Missouri
$775K
CP
1341
Covenant Partners
Tennessee
$769K
MIA
1342
MeadowBrook Investment Advisors
Michigan
$768K
EW
1343
Enzi Wealth
Texas
$766K
LI
1344
LRI Investments
Florida
$765K
CI
1345
Conning Inc
Connecticut
$765K
SC
1346
SouthState Corp
Florida
$757K
AW
1347
Alteri Wealth
California
$757K
LBC
1348
Leigh Baldwin & Co
New York
$756K
CBB
1349
Citizens Business Bank
California
$755K
CWA
1350
CogentBlue Wealth Advisors
Tennessee
$754K